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About Us

About Us

A warm welcome from the Young Financial Group, your one-stop portal to expert financial planning services, personalized to help each client reach their individual financial goals. Young Financial Group is a financial services organization with a commitment to maintaining a premium level of professionalism and value to our clients. I am a certified financial planner who strictly operates within an established professional Code of Conduct, upholding best practice standards while continuously participating in ongoing education programs to stay up-to-date with the latest in financial industry regulations. Our commitment is to putting each client’s interests first.
Retirement Income Planning
100%
Accumulation Strategies
100%
Income and Estate Strategies
100%

Our Team

Meet Our Team

Russ Young, CFP

President

Russ Young, CFP
I have over 20 years of experience in the financial services industry. This tenure began with one of the large banks. As many of you are aware, staff are constantly moved around. This prevented me from formulating client relationships, something that is dear to me. Therefore, I chose to become an independent advisor in 1992. This gave me the opportunity to deliver more personalized planning. In addition, my access to a wider variety of products ensured the right plan was put in place. I became a Certified Financial Planner in 2000 so I could provide full financial planning solutions. This designation made me aware that many advisors are able to assist in pre-retirement planning. Where the deficiency lies is in preparing and living through the retirement years, a time when individuals really need guidance. My practice focuses on coming up with a game plan pre and post retirement. This involves ensuring the most tax effective means are in place for drawing income, while preserving government benefits. I combine this with health and estate planning to ensure your retirement experience is a memorable one.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Marie-Anne Hinds

Assistant

Marie-Anne Hinds
I enjoy working with clients on their financial needs. At Young Financial, I’ve had the opportunity to help answer client questions, expedite cases and process paperwork to create a great client experience.  I’ve been in the financial services industry for over 20 years. If you have any administrative questions, I’m more than happy to to help.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Happy Clients

What People Say About Us

  • "Joan and I have trusted Russ to manage all of our investments since 1998. In that time we have come to respect all the decisions that he has made on our behalf and now entering retirement we know that we are in very good hands with The Young Financial Group. We would not hesitate to recommend Russ for his services and we think of him as a good friend."

    Joan & Alan Street

History of Young Financial Group

Let Us Tell You Our Story

Entered the Financial Services Industry working at Bank of Montreal
Financial Advisor at Confederation Life (now Manulife)
Brokerage Manager at Calgary Brokerage, mentoring financial advisors and working with advisors on cases.
Certified Financial Planner Designation- Comprehensive Courses that include tax planning, financial planning, retirement planning and working with business owners. Also every year I need to complete 30 Continuing Education Credits to maintain my designation.
Business Development Manager at Daystar Financial working closely with financial advisors on client cases and training staff on financial concepts.
President of Young Financial Group, utilizing my knowledge as a financial advisor and brokerage manager I work with clients to help them achieve their financial goals.
President of Advocis (Calgary). Advocis is the largest voluntary professional memebership assocation of financial advisors in Canada.